Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 140 transactions representing $235bn in transaction value since our inception in 2017. However, we firmly believe that our true power lies in prioritizing our relationships with leading companies and executives worldwide, rather than solely focusing on transaction statistics.

Our unwavering commitment to excellence, meticulous attention to detail and extensive experience enables us to deliver superior results for our clients. We believe that our efforts have helped advance the strategic and financial objectives of our clients, and allowed us to build deep, long-lasting, and trusting relationships along the way.

140+

Completed Transactions

$235B+

in Transaction Value

$75B+

in Cross-border M&A

$157B+

in FIG M&A

Selected Transactions

Asset Management
Battery Technology
Clean Energy
Consumer Retail
FinTech
Financial Sponsors
Healthcare
InsurTech
Insurance
Insurance Services / Brokers
Investment Banks / Banks
Market Structure
Natural Resources
Real Estate
SPAC
Specialty Finance
TMT
Wealth Management
APAC
Americas
EMEA
Clear all

Announced

Status

Transaction

Client

Avalon Advisors, Sale to CI Financial

ANNOUNCED

2023

Mar 21, 2023

STATUS

Closed

CLIENT

Avalon Advisors

Mar 21, 2023

Closed

Avalon Advisors, Sale to CI Financial

Avalon Advisors

Modern Wealth Management, Launch of Modern Wealth Management With Equity Financing from Crestview Partners

ANNOUNCED

2023

Mar 7, 2023

STATUS

Closed

CLIENT

Modern Wealth Management

Mar 7, 2023

Closed

Modern Wealth Management, Launch of Modern Wealth Management With Equity Financing from Crestview Partners

Modern Wealth Management

Pathstone, Investment From and Partnership With Kelso & Company Alongside Lovell Minnick Partners

ANNOUNCED

2023

Mar 2, 2023

STATUS

Closed

CLIENT

Pathstone

Mar 2, 2023

Closed

Pathstone, Investment From and Partnership With Kelso & Company Alongside Lovell Minnick Partners

Pathstone

Mediant Communications, Sale to BetaNXT

ANNOUNCED

2023

Mar 1, 2023

STATUS

Closed

CLIENT

Mediant Communications

Mar 1, 2023

Closed

Mediant Communications, Sale to BetaNXT

Mediant Communications

IEQ Capital, Strategic Investment From and Partnership with Stone Point Capital

ANNOUNCED

2022

Dec 21, 2022

STATUS

Closed

CLIENT

IEQ Capital

Dec 21, 2022

Closed

IEQ Capital, Strategic Investment From and Partnership with Stone Point Capital

IEQ Capital

American Equity Rejection of Unsolicited Acquisition Proposal from Prosperity Group Holding LP and Elliott Investment Management L.P.

ANNOUNCED

2022

Dec 20, 2022

STATUS

Closed

CLIENT

American Equity

Dec 20, 2022

Closed

American Equity Rejection of Unsolicited Acquisition Proposal from Prosperity Group Holding LP and Elliott Investment Management L.P.

American Equity

AllianceBernstein, Joint Venure with Société Générale Combining Cash Equities and Equity Research Businesses

ANNOUNCED

2022

Nov 22, 2022

STATUS

Closed

CLIENT

AllianceBernstein

Nov 22, 2022

Closed

AllianceBernstein, Joint Venure with Société Générale Combining Cash Equities and Equity Research Businesses

AllianceBernstein

BDT & Company and MSD Partners, Business Combination

ANNOUNCED

2022

Oct 21, 2022

STATUS

Closed

CLIENT

BDT & Company and MSD Partners

Oct 21, 2022

Closed

BDT & Company and MSD Partners, Business Combination

BDT & Company and MSD Partners

Sequoia Financial Group, Strategic Investment From and Partnership With Valeas Capital Partners

ANNOUNCED

2022

Oct 19, 2022

STATUS

Closed

CLIENT

Sequoia Financial Group

Oct 19, 2022

Closed

Sequoia Financial Group, Strategic Investment From and Partnership With Valeas Capital Partners

Sequoia Financial Group

Blackstone, Strategic Partnership with Resolution Life

ANNOUNCED

2022

Oct 12, 2022

STATUS

Closed

CLIENT

Blackstone

Oct 12, 2022

Closed

Blackstone, Strategic Partnership with Resolution Life

Blackstone

Pie Insurance, Series D Round of Funding

ANNOUNCED

2022

Sep 21, 2022

STATUS

Closed

CLIENT

Pie Insurance

Sep 21, 2022

Closed

Pie Insurance, Series D Round of Funding

Pie Insurance

Corsair Capital, Investment Into Combination of Miracle Mile and Karp Capital Management

ANNOUNCED

2022

Sep 16, 2022

STATUS

Closed

CLIENT

Corsair Capital

Sep 16, 2022

Closed

Corsair Capital, Investment Into Combination of Miracle Mile and Karp Capital Management

Corsair Capital

Wipfli Financial Advisors, Sale to Creative Planning

ANNOUNCED

2022

Aug 17, 2022

STATUS

Closed

CLIENT

Wipfli Financial Advisors

Aug 17, 2022

Closed

Wipfli Financial Advisors, Sale to Creative Planning

Wipfli Financial Advisors

Gladstone Wealth Partners, Sale to Integrity

ANNOUNCED

2022

Aug 3, 2022

STATUS

Closed

CLIENT

Gladstone Wealth Partners

Aug 3, 2022

Closed

Gladstone Wealth Partners, Sale to Integrity

Gladstone Wealth Partners

Cowen, Inc., Sale to TD Bank Group

ANNOUNCED

2022

Aug 2, 2022

STATUS

Closed

CLIENT

Cowen, Inc.

Aug 2, 2022

Closed

Cowen, Inc., Sale to TD Bank Group

Cowen, Inc.

CNP Assurances, Agreement to Acquire 49% in CNP Vita Assicura S.p.A. and to Sell 6.5% Interest in CNP UniCredit Vita S.p.A. to UniCredit

ANNOUNCED

2022

Jul 27, 2022

STATUS

Closed

CLIENT

CNP Assurances

Jul 27, 2022

Closed

CNP Assurances, Agreement to Acquire 49% in CNP Vita Assicura S.p.A. and to Sell 6.5% Interest in CNP UniCredit Vita S.p.A. to UniCredit

CNP Assurances

Pzena Investment Management, Inc. to Become Private Company

ANNOUNCED

2022

Jul 26, 2022

STATUS

Closed

CLIENT

Special Committee

Jul 26, 2022

Closed

Pzena Investment Management, Inc. to Become Private Company

Special Committee

Coalition, Series F Round of Funding

ANNOUNCED

2022

Jul 8, 2022

STATUS

Closed

CLIENT

Coalition, Inc.

Jul 8, 2022

Closed

Coalition, Series F Round of Funding

Coalition, Inc.

Audax Private Equity, Strategic Investment Into and Partnership WithThe Harbourfront Group

ANNOUNCED

2022

Jun 14, 2022

STATUS

Closed

CLIENT

Audax Private Equity

Jun 14, 2022

Closed

Audax Private Equity, Strategic Investment Into and Partnership WithThe Harbourfront Group

Audax Private Equity

BNY Mellon, Sale of Alcentra to Franklin Templeton

ANNOUNCED

2022

May 31, 2022

STATUS

Closed

CLIENT

BNY Mellon

May 31, 2022

Closed

BNY Mellon, Sale of Alcentra to Franklin Templeton

BNY Mellon

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